Privacy Policy

Last Updated: October 12, 2026 · Entity: YM PROPERTYPATH - SMC LTD.

1. Introduction

YM PROPERTYPATH - SMC LTD (“Patriy,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website, dashboard, and AI customer service platform (collectively, the "Service").

2. Information We Collect

2.1 Information You Provide Directly

• Account details: name, email address, phone number, company name, and country
• Billing information (processed securely via Patriy Pay; we do not store full payment card details)
• Business information and preferences you upload for AI training (FAQs, brand voice, knowledge base)
• Customer conversation data handled through Email, Telegram, and X (WhatsApp onboarding is paused; Instagram is in development)
• Contact and lead information stored in the built-in Patriy CRM

2.2 Information Collected Automatically

• Device and usage data: IP address, browser type, operating system, and device identifiers
• Usage analytics: pages visited, features used, session duration, and interaction patterns
• Cookies and similar technologies for authentication, preferences, and analytics

2.3 Information from Third Parties

We may receive information about you or your customers from the following sources:

• Built-in Patriy CRM: Customer data (contacts, conversations, deals, lead scores, etc.) is stored and processed directly within Patriy when you use our native CRM features.
• Optional CRM Exports / Integrations: When you choose to export or sync data with external platforms such as Salesforce, HubSpot, or Zoho.
• Communication Providers: Email providers when you connect them for messaging through Patriy.
• Payment Processors: Our payment processors handle Patriy subscription billing. We do not store full payment card details.

2.4 Messaging Platform Data (WhatsApp, Instagram, Messenger)

When you connect a Meta messaging channel, Patriy requests only the permissions needed to operate your customer conversations:

• What we read: incoming and outgoing message text, message timestamps, delivery/read receipts, and the sender/recipient identifiers required to route replies. We do not read messages from channels you have not connected.
• What we store: conversation history is stored in your Patriy workspace so Maya can answer with context and your team keeps one inbox. Stored under the retention rules in §4 (deleted within 30 days of account cancellation).
• What we do not do: we do not use your customers' message content for advertising, we do not sell it, and we do not share it with any party except as described in §6.
• Disconnecting: removing a channel in Patriy stops all future reads immediately; already-stored history follows the deletion process in §7 and our Data Deletion page.

3. How We Use Your Information

We use the collected information to:

• Provide, maintain, and improve the Patriy Service
• Process payments and manage subscriptions
• Power AI agents and deliver intelligent customer conversations
• Operate and manage the built-in CRM (lead scoring, pipeline tracking, activity logging)
• Send important transactional communications
• Provide customer support
• Ensure security, prevent fraud, and debug issues
• Comply with legal obligations
• Send marketing updates (only with your consent)

4. Data Retention

We retain your data only as long as necessary:

• Active accounts: Data is kept while your account is active
• After cancellation: we delete your data from our live systems within 30 days. Backup copies are kept only for disaster recovery and are deleted within 90 days.
• Legal requirements: We may retain data longer if required by law

5. Data Security

We implement robust security measures including:

• Encryption in transit (TLS)
• AES-256 encryption for data at rest
• Role-based access control
• Audit logs for administrative, financial and AI actions

6. Sharing Your Information

We do not sell your personal data. We share information only in these limited cases:

• Service providers (hosting, analytics, payment processors) under strict confidentiality agreements
• Meta Platforms, Inc. (“Meta”): when you connect WhatsApp, Instagram, or Messenger, the conversation content, message metadata (timestamps, delivery/read status), and the connected account identifiers needed to send and receive messages are transmitted to and processed by Meta through the WhatsApp Business Platform, Instagram Messaging API, and Messenger Platform. Meta processes this data under its own Privacy Policy and the applicable platform terms (including the WhatsApp Business Messaging Policy). We do not share your Patriy account password or unrelated Patriy workspace data with Meta.
• Legal compliance (court orders, subpoenas)
• Your explicit authorization (e.g., CRM export or integration)
• Business transfers (merger, acquisition, or asset sale)

A current list of the third parties that process data on our behalf, including Meta, is maintained on our Sub-processors page.

7. Your Rights

7.1 GDPR (EU/EEA Users)

• Right to access, rectify, or erase your data
• Right to restrict or object to processing
• Right to data portability
• Right to withdraw consent at any time

7.2 CCPA (California Residents)

• Right to know what personal data is collected
• Right to delete your personal data
• Right to opt-out of data sales (we do not sell data)

8. Cookies and Tracking Technologies

We use essential cookies for functionality and analytics cookies (Google Analytics) to understand usage. You can manage cookie preferences through your browser settings. Full details are in our Cookie Policy.

9. International Data Transfers

Your data may be transferred to and processed in countries outside your jurisdiction (including Uganda and other countries where our providers operate). We use appropriate safeguards to protect your data.

10. Children's Privacy

Our Service is not intended for users under the age of 18. We do not knowingly collect data from children. If we become aware of such data, we will delete it promptly.

11. Changes to This Privacy Policy

We may update this policy from time to time. We will notify you of significant changes by email or through a prominent notice on our website. Continued use of the Service after changes constitutes acceptance of the updated policy.

12. Contact Us

For all legal, privacy, or general matters, please contact us:

• Email: hello@patriy.com